Your career is hitting its stride and you’ve worked hard to get where you are – we get it and are right there with you! Perhaps you have debt from graduate school or a special certification you needed to establish yourself in your chosen field. How aggressively should you pay it off vs. saving for retirement? You’re earning more money and have access to more robust benefits and investment opportunities, and it is easy to feel overwhelmed even though your financial position is stronger than ever. We get it! As investment management and CERTIFIED FINANCIAL PLANNER™ professionals, this is where we thrive; not only do we understand the technical dynamics of your investment portfolio as it relates to your overall financial position, but the emotional and quality of life considerations as well.
Where is your career heading? How long do you want to work? The decisions you’re making now, especially one like buying equity in your company, can have a significant impact on your investment portfolio and the future opportunities available to you, such as retiring early. We work with our clients to understand who they are and how they want to spend their time so we can help them navigate a path that is financially secure and importantly, enjoyable.